Strategic Finance Partner

  • ——————— Starting at $2,000/month ———————

    • Key performance indicator (KPI) tracking and reporting

    • Risk management support

    • Business opportunity and growth analysis

    • Custom dashboard creation

    • Short-term cash flow forecasting

    • Business operation and accounting optimization

    • Monthly strategic meetings with a dedicated CFO

  • ——————— Starting at $2,500/month ———————

    • Pricing strategies and margin optimization

    • Revenue stream performance analysis

    • Board reporting packages and executive summaries

    • Internal financial modeling (expansion, hiring, financing, etc.)

    • Coordination with legal, tax, and banking partners

    • Fundraising readiness assessment

    • Bi-weekly strategic meetings with a dedicated CFO

  • ——————— Starting at $3,000/month ———————

    • Full investor relations and fundraising support

    • Capital structure planning and debt/equity strategy

    • Business plan and ROI modeling

    • Ongoing support for board meetings and investor updates

    • Scenario-based forecasting and long-range planning

    • Due diligence support for M&A or financing

    • Weekly strategy sessions with senior financial leadership